Insight Categories

ENERGY INNOVATIONS
Innovations to advance lower-carbon energy alternatives
  • AI Data Center Demand
  • Lower-carbon energy: certified gas; RNG; LNG; H2; renewables, etc.
  • 3rd party certification of carbon content
  • Transaction management; registries; platforms; certificate trading
  • Carbon capture and sequestration (CCS)
  • Environmental, Social and Corporate Governance (ESG)
  • Supporting infrastructure – greenfield & brownfield
  • Policy & regulatory influence and compliance
  • Economic valuation and considerations

MARKET FUNDAMENTALS
  • Demand forecast – by segment/region
  • Supply capability – by production source/region
  • Influences affecting supply/demand
  • Price forecasts; forward curves
  • Regional market distinctions, locational & basis disconnects

PRODUCER/MARKETER PERSPECTIVES
  • Production capability, constraints, opportunities
  • Natural gas product differentiation (RSG, RNG, etc.); certification
  • Distinctions: majors vs. independents.
  • Capital market implications
  • Significance of exports to supply capability, supplying LNG feedgas requirements
  • Source of supply (dry, associated, shale, offshore, etc.)
  • Production efficiency initiatives, technology advances
  • Access to infrastructure
  • Evolving commercial transaction structures

GAS BUYER PERSPECTIVES
  • Demand projections
  • Implications of low-carbon policies
  • Interest in new product distinctions (RSG, RNG, etc.); certification
  • Gas/LNG export concerns
  • Infrastructure access concerns & implications
  • Evolving commercial transaction structures
  • Electric grid integrity implications

TRANSPORTATION/INFRASTRUCTURE PERSPECTIVES
  • Project updates
  • Meeting LNG feedstock requirements
  • Linkage between infrastructure and delivery of new low-carbon energy sources
  • New project planning – overcoming resistance, innovative approaches
  • Constraints; de-bottlenecking; re-plumbing.
  • Virtual pipeline initiatives; small-scale LNG; CNG

OTHER INSIGHTS
  • Gas/electric coordination; support for renewables; grid integrity.
  • Globalization of nat gas markets.
  • Geopolitics of energy.
  • New technologies innovations benefiting the natural gas value chain.
  • Innovations in advisory services; financial services.